World Funds Trust - SIM U.S. Core Managed Volatility Fund (SIMUX)
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World Funds Trust - SIM U.S. Core Managed Volatility Fund
World Funds Trust
8730 Stony Point Parkway, Suite 205
Richmond, VA 23235
888-568-2341
Management information
Joshua D. Mellberg,Lead manager since 20 December 2018
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familySecure Investment Management
Net assets3.99M
YTD return1.48%
Yield0.00%
Morningstar ratingN/A1
Inception date20 Dec 2018
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover127.48%
Average for categoryN/A
Fees and expenses
ExpenseSIMUXCategory average
Annual report expense ratio (net)2.31%0.78%
Prospectus net expense ratio2.31%N/A
Prospectus gross expense ratio6.76%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection1,598N/A
5-yr expense projection2,915N/A
10-yr expense projection6,008N/A
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